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GAVION, LLC
MEMPHIS, TN
800-969-6891
SEC #801-78065Total AUM
$218.1M
Employees
12Clients
12Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6000 POPLAR AVENUE
SUITE 325
MEMPHIS
TN 38119
United States
SUITE 325
MEMPHIS
TN 38119
United States
Operating Hours
8:00 A.M. - 5:00 P.M. CST
Monday - Friday
Monday - Friday
Phone
800-969-6891
Other Offices
1
Financials
Total AUM
$218.1M
Accounts
13Discretionary
$218.1M
Accounts
13Non-Discretionary
$0
Accounts
0
Clients
Pension/Profit Sharing Plan Clients
10AUM
$138.8M
Charitable Organization Clients
1AUM
$66.8M
Corporation or Business Clients
1AUM
$12.5M
Services
Services Offered
Advisor / Fund Manager SelectionOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
PERFORMANCE REPORTING, FIDUCIARY SERVICES AND ADMINISTRATIVE SUPPORT SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
FLNYTNTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.